Middle East risk pulls GBP/USD both ways as data disappoints

Middle East risk pulls GBP/USD both ways as data disappoints

Conflict is keeping the majors penned into tight ranges, with safe-haven flows the clearest beneficiary. Middle East developments remain the dominant force across all three pairs this week, with risk-on/risk-off swings setting the tone. Softer US data unwound some dollar strength, though hawkish Fed commentary keeps a year-end hike in play. Sterling sits on hold after weak UK data, while the euro draws firmer support as ECB hawks gain ground and a June hike comes into view. Friday's US payrolls are the week's key release.

Read our market update summaries and subscribe to get the full technical reports.

Today's FX rates: 1 June 2026

Currency pair Rate
gbp usd 1.3461
eur usd 1.1645
gbp eur 1.1558

Rates correct as of 12:05pm on Monday 1 June but may now have changed.

Access detailed reports

Get in-depth market analysis delivered straight to your inbox every Monday.

Subscribe

The Big 3

A deeper look at the performance of major currency pairs this week. Become a subscriber to receive the full reports.

Sterling and dollar both soften as data disappoints

GBP/USD stayed rangebound last week, pulled between Middle East de-escalation hopes and a returning dollar bid as tensions flared again. UK data tested sterling’s resilience, with April retail sales falling twice as much as forecast, reinforcing expectations the BoE holds in coming meetings. Softer US data unwound some dollar strength, even as hawkish Fed commentary points to a hike later this year. Friday’s Non-Farm Payrolls and Bailey’s conference speech are the events to watch.

Hawkish ECB and ceasefire hopes tilt EUR/USD higher

EUR/USD recovered from sub-1.16 last week as the softer dollar and ceasefire-driven risk-on tone took hold. With Middle East developments still steering sentiment, the euro’s own story is turning more constructive: ECB hawks are gaining ground, and a 11 June hike is now seen as the most likely outcome. Tomorrow’s eurozone inflation print, expected at 3.3%, could cement that view. Friday’s US payrolls remain the other key release.

Sterling gains capped as the euro holds the edge

GBP/EUR ran into resistance at 1.1610 again, a level that’s held firm for weeks. With sterling kept in check by soft UK data and political risk, and the euro underpinned by a likely 11 June ECB hike, the balance tilts to the downside. Tuesday’s eurozone inflation print is the one to watch.

Remember, email subscribers get full technical analysis on all the updates and currencies above. Don’t miss out – subscribe here.

Looking forward

Key dates for your calendar. 

  • Monday: US ISM Manufacturing data. China manufacturing data.
  • Tuesday: Eurozone and South Korea report CPI. US reports job openings.
  • Wednesday: The Fed publishes beige book. Australia reports GDP. OECD releases economic outlook. US ISM Services PMI and ADP Non-Farm employment change.
  • Thursday: Australia Balance of Trade.
  • Friday: The US and Canada unemployment rate. US Non-Farm Payrolls. Canada Ivey PMI. Eurozone reports GDP.

What we’re talking to our clients about

IFX Payments is service led. Here are some of the conversations we’re having:

  • Middle East tensions and oil rising
  • US data this week
  • Our team are at Money20/20 Europe this week

Speak to our team

Get in touch with our currency experts to manage your exchange needs and navigate volatility with confidence.

Contact us

The contents of this article do not constitute financial advice and are provided for general information purposes only. While the content is based on information believed to be accurate at the time of publication, no guarantee is provided.

Older posts
Newer posts